See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,414 | $105,181+12.6% | $159,436-25.7% | $85,850+37.9% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.8%-9.7pp | 69.3%+3.9pp |
| Annual return | 15.89% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $6,293 | $3,318+89.6% | $4,829+30.3% | $2,565+145.3% |
| Participant deferral / active EE | $10,011 | $5,945+68.4% | $7,352+36.2% | $3,952+153.3% |
| Admin fee / account holder | $9,648 | $6,933+39.1% | $10,799-10.7% | $6,260+54.1% |